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Find Retirement Planners for Retirement Planning in Colorado

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Colorado, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners in Colorado

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Adam J. Strickman

Ethos Financial Partners

9351 Grant St.
Suite 300

Thornton, CO 80229

303-252-9777

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Curt Clegg

AMA Financial Partners

357 McCaslin blvd
#200

Louisville, CO 80027

720-647-6501

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Darren Meyer

Everest Wealth Advisors

8400 E. Prentice Ave
Suite 1010

Greenwood Village, CO 80111

720-826-1092

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Don Leander

Financial Planning Strategies

6645 Delmonico Blvd.
Suite 101

Colorado Springs, CO 80919

719-266-5335

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J.D. White

White Hawk Wealth Management

756 Dover Street

Broomfield, CO 80020

303-800-0620

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Paul O'Hara & Jeffrey S. Markewich

Asbury Wealth Partners

6385 Corporate Drive
Suite 205

Colorado Springs, CO 80919

719-531-6276

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Paul O'Hara & Jeffrey S. Markewich

Asbury Wealth Partners

6385 Corporate Drive
Suite 205

Colorado Springs, CO 80919

719-531-6276

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Mark Starosciak

Infinium Investment Advisors, LLC

50 South Steele Street
#830

Denver, CO 80209

720-253-1818

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Reuben J. Brauer

Callahan Financial Planning Company

6500 S Quebec St Ste 300

Centennial, CO 80111

303-222-7100

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Adam Brunin

Navigation Wealth Management

3500 John F. Kennedy Pkwy.
Suite 300

Fort Collins, CO 80525

970-672-1236

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Allworth Financial

Allworth Financial

8055 East Tufts Avenue Suite 1310

Denver, CO 80237

888-242-6766

List of Additional Retirement Planners in Colorado*

* Additional advisor listing is provided in partnership with Yext

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Bryan Sanson - Ameriprise Financial Services, LLC

2438 Research Pkwy
Ste 105

Colorado Springs, CO 80920
719-328-1050

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Barnai Asset Management, LLC

2890 18th Street

Boulder, CO 80304
303-601-1410

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Townsend

4600 S. Syracuse St.
Floor 9

Denver, CO 80237
303-452-5986

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Jason Chao - Morgan Stanley

121 South Tejon St
Suite 700

Colorado Springs, CO 80903
719-577-6310

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Aggregate Wealth Management

1660 South Albion Street
Suite 223

Denver, CO 80222
303-300-5043

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Fred Spoliansky - Morgan Stanley

6125 Sky Pond Drive

Loveland, CO 80538
970-776-5517

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Accrue Financial Services

1430 Larimer Street
Suite 203

Denver, CO 80202
303-906-6073

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Team Behnfield and Guidi - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
720-562-6200

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Andrea Shortino - Ameriprise Financial Services, LLC

16 Inverness Pl E
Bldg B

Englewood, CO 80112
720-266-1010

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Anchor Insurance

4601 Eagleridge Place
#120

Pueblo, CO 81008
719-225-3805

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Allstate Personal Financial Representative: Alan Romero

724 Whalers Way
Ste H104

Fort Collins, CO 80525
970-372-1177

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Agora Wealth Management

1425 North Union Boulevard

Colorado Springs, CO 80909
719-272-0203

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Allstate Personal Financial Representative: Edward Meracle

1745 Shea Center Dr
Ste 400

Highlands Ranch, CO 80129
636-233-2034

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Jones Mertsching CPAs

32186 Castle Ct
220

Evergreen, CO 80439
303-480-9090

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Integrated Financial Architects

12760 Stroh Ranch Way
Suite 102

Parker, CO 80134
303-663-0111

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Mike Malarney - Ameriprise Financial Services, LLC

260 N Josephine St
Ste 200

Denver, CO 80206
303-689-7437

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Aegis Financial Partners

1510 28th Street
Suite 100

Boulder, CO 80303
303-793-9350

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Precision Wealth Advisors

6208 Leman Drive
Suite 215

Colorado Springs, CO 80918
719-535-8027

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Ascent Financial Strategies LLC

2150 Hollow Brook Drive
Suite 210

Colorado Springs, CO 80918
719-532-9960

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Bedford Wealth Advisors

7850 Edelweiss Court

Boulder, CO 80303
303-499-8800

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Animas Capital Management, LTD

1485 Florida Road
Suite C202

Durango, CO 81301
970-385-2555

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Wealth Evolution Group

14143 Denver West Pkwy
Suite 100

Golden, CO 80401
303-586-8890

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The J&L Team - UBS Financial Services Inc.

4600 South Ulster Street
Suite 700

Denver, CO 80237
303-488-3172

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Andrew Scripter, SWBC Mortgage, NMLS #404639, LMB #100048574

2240 N Clay St.
Unit 102

Denver, CO 80211
303-875-0542

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Heritage Capital Concepts

5555 Erindale Dr
Suite 100

Colorado Springs, CO 80918
719-570-1420

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Goosehead Insurance - Patricia Reimann

1615 Platte St

Denver, CO 80202
303-850-2659

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Goosehead Insurance - Shelby Edwards

10200 W 44th Ave

Wheat Ridge, CO 80033
303-570-0136

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Goosehead Insurance - Brian Heraty

7535 East Hampden Avenue
Suite 400

Denver, CO 80231
720-599-1883

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Thiensa Nguyen

303-221-3639

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Matthew Lamarche, CFP, CIMA, CRPC - UBS Financial Services Inc.

205 N Detroit Street
5th Floor

Denver, CO 80206
303-481-1504

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Whitney W Grimm - Ameriprise Financial Services, LLC

5420 S Quebec St
Ste 105

Greenwood Village, CO 80111
303-221-6416

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Rhonda Wagner - Ameriprise Financial Services, LLC

260 N Josephine St
Ste 200

Denver, CO 80206
303-222-2610

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Kip Hertzenberg - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
303-595-2060

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Elevations Credit Union

4750 West 120th Avenue
Unit 700

Westminster, CO 80031
303-443-4672

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Brandy Merriam - Ameriprise Financial Services, LLC

7979 E Tufts Ave
Ste 715

Denver, CO 80237
719-385-3913

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JL Davis Financial - Ameriprise Financial Services, LLC

7979 E Tufts Ave
Ste 715

Denver, CO 80237
303-691-3827

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Jerry R Reiff - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
303-925-9616

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Morgan Stanley Financial Advisors

940 Main Ave

Durango, CO 81301
970-259-0937

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Tierney Ziebelman - Ameriprise Financial Services, LLC

3001 Brighton Blvd
Ste 769

Denver, CO 80216
720-541-6265

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Eric Swope - Ameriprise Financial Services, LLC

260 N Josephine St
Ste 200

Denver, CO 80206
303-222-2609

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America's Tax Solutions

5690 DTC Blvd
Suite 670E

Greenwood Village, CO 80111
303-514-9466

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Mark B. Luiz - UBS Financial Services Inc.

370 17th Street
Suite 4100

Denver, CO 80202
303-820-5027

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The Malloy Wealth Management Group - UBS Financial Services Inc.

4600 South Ulster Street
Suite 700

Denver, CO 80237
303-488-3977

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Lisa Lynn - Ameriprise Financial Services, LLC

2629 Redwing Rd
Ste 310

Fort Collins, CO 80526
970-206-0320

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Centennial Capital Partners

13984 W. Bowles Ave.
Suite 200

Littleton, CO 80127
866-511-1281

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Sindrich & Associates

1490 S Pearl Street

Denver, CO 80210
303-744-8899

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Aton Advisors

303-957-5685

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Allstate Personal Financial Representative: Julian Luna

18620 Grn Valley Blvd
Ste 102

Denver, CO 80249
303-257-8395

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Edward Jones - Financial Advisor: Brady A Pitt

6543 N Academy Blvd

Colorado Springs, CO 80918
719-533-0194

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Rob McAllister Jr. - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
720-562-6218

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The BlueWater Group - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
720-562-6205

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First Command Financial Advisor - Mitchell Aase

1277 Kelly Johnson Blvd
Suite 260

Colorado Springs, CO 80920
719-599-8861

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Rory Lindquist - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
720-562-6205

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American DREAM - Oakwood Homes

5356 N Argonne St

Denver, CO 80249
303-486-8837

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St Jude Dream Home 2020

4507 N Quatar Ct

Aurora, CO 80019
303-486-8500

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Thompson River Ranch - Oakwood Homes - Carriage House

3617 Valleywood Ct

Johnstown, CO 80534
970-347-8346

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Banning Lewis Ranch - Oakwood Homes - Park House

6845 Backcountry Loop

Colorado Springs, CO 80927
719-380-5085

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Oakwood Homes Colorado Springs Support Center

1290 N Newport Rd

Colorado Springs, CO 80916
719-380-5040

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The Reserve - Green Valley Ranch

4914 Picadilly Rd

Aurora, CO 80249
303-486-8915

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The Enclave - Oakwood Homes

20968 E Beekman Pl

Denver, CO 80249
303-486-8742

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Green Valley Ranch - Oakwood Homes - Carriage House

4606 N Quatar Ct

Aurora, CO 80019
303-486-8504

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The Cherry Creek Group - Morgan Stanley

3033 East 1st Avenue
Suite 820

Denver, CO 80206
303-316-5100

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Konrad Pi - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
303-595-2058

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Arthur Segall - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
720-488-2361

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Aspen Wealth Management, Inc.

3939 E Arapahoe Road
Suite 100

Centennial, CO 80122
303-261-8014

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David L. Shuler Jr., LUTCF

370 Interlocken Boulevard
Suite 600

Broomfield, CO 80021
303-403-5608

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uBreakiFix

1685 S Colorado Blvd
Unit Q1

Denver, CO 80222
720-476-4768

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Matthew Collett, SWBC Mortgage, NMLS #403733, LMB #100048629

2240 N Clay St.
Unit 102

Denver, CO 80211
303-518-1398

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Nathan Page, SWBC Mortgage, NMLS #1854512, LMB #100514343

2240 N Clay Street
Unit 102

Denver, CO 80211
303-916-4623

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First Command Financial Advisor - Shaune Sanders

615 Wooten Road
Ste 130

Colorado Springs, CO 80915
719-465-5555

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Harry Jewett - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
303-925-9608

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Bret A. Roberts - Morgan Stanley

3033 East 1st Avenue
Suite 820

Denver, CO 80206
303-316-5109

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VanEd

5345 Arapahoe Ave
Suite #7

Boulder, CO 80303
800-455-8348

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Wendi Miles-Boykin

6160 South Syracuse Way
Suite 250

Greenwood Village, CO 80111
303-221-3639

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Strongpoint Financial Group - UBS Financial Services Inc.

370 17th Street
Suite 4100

Denver, CO 80202
303-820-5019

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Dodds Wealth Management Group

1155 Kelly Johnson Blvd
#130

Colorado Springs, CO 80920
719-260-9200

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Investment Center Advisor Group

290 East 25th Street
Suite 100

Loveland, CO 80538
970-622-2366

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Jason W. Lord, CFP, CPWA - UBS Financial Services Inc.

370 17th Street
Suite 4100

Denver, CO 80202
303-820-5748

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Upstream Investment Partners

9380 Station Street
Suite 535

Lone Tree, CO 80124
720-506-4204

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Edward Jones - Financial Advisor: Colleen Thompson

913 11th Street

Golden, CO 80401
303-232-6909

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Mark Sikorski - Ameriprise Financial Services, LLC

7979 E Tufts Ave
Ste 715

Denver, CO 80237
719-385-3904

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Jochems Financial Services 

303-250-5668

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BAM Advisory Group

165 S Union Blvd
Suite 424

Lakewood, CO 80228
303-531-5055

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Mark Onstott

719-258-9961

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Brian Loiseau

5350 S Roslyn Street
Suite 240-A

Greenwood Village, CO 80111
303-220-2521

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Stewardship Colorado

1240 Bergen Parkway
Suite A-220

Evergreen, CO 80439
303-500-1930

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Dechtman Wealth Management

7807 E. Peakview Ave
#410

Centennial, CO 80111
303-741-9772

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Craig Eliot Cisney - Morgan Stanley

115 E Riverwalk
3rd Floor

Pueblo, CO 81003
719-288-1305

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Mountain West Retirement, LLC

10730 East Bethany Drive
Suite 155

Aurora, CO 80014
303-500-1255

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Golden Wealth Solutions, Inc

165 S. Union Blvd.
Suite #500B

Lakewood, CO 80228
303-456-1913

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CORE Financial

2120 Milestone Dr
Unit 101

Fort Collins, CO 80525
970-226-2744

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Southwest Financial & Retirement Services

999 18th Street
Suite 1230 - South Tower

Denver, CO 80202
303-933-8844

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Retirement Planning Center of the Rockies

750 W Eisenhower Blvd
Suite 300

Loveland, CO 80537
970-663-3211

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Lane Strategies

6855 South Havana
#270

Centennial, CO 80112
303-768-8135

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Margaret English

6820 West Princeton Avenue

Denver, CO 80235
303-793-0605

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Western Wealth Management

277 East 3rd Avenue
#A

Durango, CO 81301
970-422-5200

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Financial Planning Strategies, Don Leander, CFP

6645 Delmonico Blvd.
Suite 101

Colorado Springs, CO 80919
719-266-5335

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Spire Investment Partners

101 North Cascade Avenue
Suite 320

Colorado Springs, CO 80903
719-228-3630

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Summit Wealth Advisors, Inc. 

610 Main Street
Suite 15

Frisco, CO 80443
970-468-8800

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Mortgage Solutions Financial

1310 Fortino Blvd
Ste A

Pueblo, CO 81008
719-543-0115

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Stroup Financial Strategies, LLC

500 N Circle Dr.
# 207

Colorado Springs, CO 80909
719-636-5166

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Solid Money Solutions

4610 South Ulster Street
Suite 150

Denver, CO 80237
303-862-5200

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Erie Highlands - Oakwood Homes - Overlook Collection

56 Pear Lake Ct

Erie, CO 80516
303-486-8843

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Oakwood Homes Design Center

18655 Green Valley Ranch Blvd

Denver, CO 80249
303-486-8600

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Reunion - Oakwood Homes - Meridian Collection

17899 E 107th Pl

Commerce City, CO 80022
303-486-8841

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Adonea - Oakwood Homes - Park House

176 S New Castle Way

Aurora, CO 80018
303-486-8634

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Thompson River Ranch - Oakwood Homes - Park House

3663 Driftwood Dr

Johnstown, CO 80534
970-347-8345

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Townsend

2761 West 120th Ave
Suite 200

Westminster, CO 80234
303-452-5986

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Global Wealth Management Group

3801 East Florida Ave
Suite 400

Denver, CO 80210
303-747-5688

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Targeted Wealth Solutions

303-800-8179

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NorthPointe Investment Partners, LLC

5750 S. Ulster Cir. E
Ste: 300

Greenwood Village, CO 80111
720-670-0076

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Cronkhite Wealth Strategies

1720 Jet Stream Drive
Suite 210

Colorado Springs, CO 80921
719-266-1267

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Mark D. Arlen & Associates

8055 E Tufts Ave
Ste 1400

Denver, CO 80237
303-793-9377

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Summit Wealth Strategies, LLC

425 South Cherry Street
Suite 720

Denver, CO 80246
303-954-8141

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Doleman Wealth Management LLC

621 17th Street
Suite 1425

Denver, CO 80293
720-283-2121

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Mont Wealth Financial Advisors

1755 Telstar Dr.
Suite 300

Colorado Springs, CO 80920
719-302-3004

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Campbell & Associates

1420 Cherryvale Road

Boulder, CO 80303
303-440-3556

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Steven S Murray - Morgan Stanley

3033 East 1st Avenue
Suite 820

Denver, CO 80206
303-316-5128

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Matthew Y. Parish - UBS Financial Services Inc.

10375 Park Meadows Drive
Suite 400

Lone Tree, CO 80124
303-267-3013

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John Mulstay - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
303-595-2031

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John Hogan - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
303-572-4015

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Allstate Personal Financial Representative: Stephanie Beirne

7120 E Orchard Rd
Ste 270

Centennial, CO 80111
303-339-3820

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Justin Borvansky NMLS#640487

303-919-4288

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J P Morand & Company

6500 S Quebec Street
Suite 300

Englewood, CO 80111
303-860-1234

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Michael Hess

5350 S Roslyn Street
Suite 240-J

Greenwood Village, CO 80111
303-948-0235

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RCS Wealth Management

3989 East Arapahoe Road
Suite 210

Centennial, CO 80122
303-777-5500

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Rocky Mountain Wealth Partners

2153 Chuckwagon Road
Suite 202

Colorado Springs, CO 80919
719-400-6521

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Gordon Baker

5350 S Roslyn Street
Suite 240-J

Greenwood Village, CO 80111
303-948-0235

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Parr and Strand - Ameriprise Financial Services, LLC

4440 Arapahoe Ave
Ste 120

Boulder, CO 80303
303-442-0123

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ERSI Wealth Management

7009 S. Potomac St.
Suite 102

Centennial, CO 80112
720-876-2323

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Kent A Welley - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
720-562-6201

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The Brown Wealth Management Team - UBS Financial Services Inc.

90 South Cascade Avenue
Suite 900

Colorado Springs, CO 80903
719-520-3601

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Stewart Stothoff - Ameriprise Financial Services, LLC

1881 9th St
Ste 302

Boulder, CO 80302
720-565-9856

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Joseph Pepper

6160 South Syracuse Way
Suite 250

Greenwood Village, CO 80111
303-221-3639

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Ryan Financial

7800 East Union Avenue
Suite 450

Denver, CO 80237
303-243-3388

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Rocky Mountain Wealth Management

2505 Walnut Street
2nd Floor

Boulder, CO 80302
303-444-4415

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Eliot Kairys - Ameriprise Financial Services, LLC

4440 Arapahoe Ave
Ste 120

Boulder, CO 80303
303-442-0123

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Budding Equity Management

1660 S. Albion St.
Ste 321

Denver, CO 80222
303-848-8312

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Fassi Financial

125 South Howes Street
Suite 910

Fort Collins, CO 80521
970-416-0088

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Michael J. Fowles - UBS Financial Services Inc.

4600 South Ulster Street
Suite 700

Denver, CO 80237
303-486-5603

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Steve M. Kehoe, CFP - UBS Financial Services Inc.

1801 13th Street
Suite 100

Boulder, CO 80302
303-402-5510

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Mark Barrand - Ameriprise Financial Services, LLC

7979 E Tufts Ave
Ste 715

Denver, CO 80237
303-222-2612

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Altius Financial

1777 S. Harrison Street
Suite 810

Denver, CO 80210
303-584-9271

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Allstate Personal Financial Representative: Alan Welty III

1513 W 70th Ave
Unit B

Denver, CO 80221
720-938-4399

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Harris Tax & Wealth Management, PC

7112 W Jefferson Avenue
Suite 107

Lakewood, CO 80235
303-985-7654

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Ward Cerny - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
303-572-4880

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Amy Suzanne Knapp - Ameriprise Financial Services, LLC

26267 Conifer Rd
Ste 302

Conifer, CO 80433
303-697-0274

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Morgan Stanley Financial Advisors

1800 Broadway
Ste 120

Boulder, CO 80302
720-562-6200

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Michael Robb - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
720-488-2316

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Bonnie Gibbs, CFP, CIMA, CDFA - UBS Financial Services Inc.

4600 South Ulster Street
Suite 700

Denver, CO 80237
303-267-3012

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Fairway Villas - Oakwood Homes

20391 E 53rd Dr

Denver, CO 80249
303-486-8713

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Banning Lewis Ranch - Oakwood Homes - Carriage House

6782 John Muir Trail

Colorado Springs, CO 80908
719-380-5091

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The Retreat - Banning Lewis Ranch

8739 Tranquil Knoll Ln

Colorado Springs, CO 80908
719-380-5092

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Pinnacle Wealth Management

2696 South Colorado Boulevard
Suite 430

Denver, CO 80222
303-806-0988

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Kory Miller Financial Management

2144 45th Ave

Greeley, CO 80634
970-330-4676

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Colorado Financial Solutions, Inc.

6834 S. University Blvd.
# 470

Centennial, CO 80122
303-220-8744

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HomeWell Care Services

3001 N Taft Avenue
Suite 100

Loveland, CO 80538
970-461-4799

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Kristen Wenaas - Ameriprise Financial Services, LLC

8181 E Tufts Ave
Ste 520

Denver, CO 80237
303-407-1250

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Madison A. Carter - Morgan Stanley

3033 East 1st Avenue
Suite 820

Denver, CO 80206
303-316-5169

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Todd Hauer - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
720-488-2406

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uBreakiFix

6912 N Academy Blvd

Colorado Springs, CO 80918
719-528-7054

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Integrated Benefits Inc.

970-975-0280

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QCL Financial

1055 3280 28th St

Boulder, CO 80301
719-353-8845

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Dala Financial Services

2720 Tartan Lane

Colorado Springs, CO 80920
719-963-3674

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Mosaic Retirement Planning, LLC

7200 S Alton Way
Suite B290

Centennial, CO 80112
720-617-4400

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Mona Lara - Thrivent Financial

2060 Briargate Pkwy
120

Colorado Springs, CO 80920
719-896-4205

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RTI Wealth Management

400 E Horsetooth Road
Suite 201

Fort Collins, CO 80525
970-236-8800

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Paul Luchau | The Momentous Group

150 W 9th Ave
Suite 4417

Denver, CO 80204
720-291-5090

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Sheri R. Di Paglia - UBS Financial Services Inc.

4600 South Ulster Street
Suite 700

Denver, CO 80237
303-689-2657

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Core Values Investment Management

9085 East Mineral Circle
Suite 270

Centennial, CO 80112
303-792-5373

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The Timberline Group, LLC

16748 East Smoky Hill Road
#320

Centennial, CO 80015
303-680-4240

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Catalyst Retirement Advisors

7900 East Union Avenue
#120

Denver, CO 80237
303-617-7270

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Paladin Wealth Management, LLC

946 Koss Street

Erie, CO 80516
303-393-2406

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Integrated Investment Group, Inc.

6400 S Fiddlers Green Circle
# 600

Greenwood Village, CO 80111
303-690-1927

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Tim Hirst - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
720-488-2496

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Saddle River Capital Management

1011 South Valentia Street
Suite 138

Denver, CO 80247
303-923-3371

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Oxford Financial Planners

835 Second Ave
Suite 323

Durango, CO 81301
970-375-1291

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Elizabeth Willenbrock - UBS Financial Services Inc.

4600 South Ulster Street
Suite 700

Denver, CO 80237
303-486-8981

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Triumph Capital Management

1610 Wynkoop Street
Suite 550

Denver, CO 80202
720-399-5555

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Erickson Financial

155 East Boardwalk Drive
Suite 300

Fort Collins, CO 80525
970-226-2541

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Heirloom Wealth Management

385 Inverness Parkway
Suite 390

Englewood, CO 80112
720-328-2877

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Happy Valley Capital

30752 Southview Drive
Suite 100

Evergreen, CO 80439
303-674-5558

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Richard Allen Mollandor - UBS Financial Services Inc.

1901 56th Avenue
Suite 300

Greeley, CO 80634
970-506-5807

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Become The Banker

6860 S. Yosemite CT.
#2000

Centennial, CO 80112
303-779-6600

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Tedstrom Wealth Advisors

1999 Broadway
Suite 1415

Denver, CO 80202
303-996-6514

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James M Olson - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
303-545-1819

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The Emerald Peak Group - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
303-545-1802

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Andrew Askin - Ameriprise Financial Services, LLC

9351 Grant St
Ste 300

Thornton, CO 80229
303-252-9777

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Jessica Urbanski - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
303-925-9709

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Bull & Bear Financial Outfitters

11351 Main Range Trail

Littleton, CO 80127
303-215-1313

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Beneficent Long Term Care VA & Medicaid Education

665 Southpointe Ct
100

Colorado Springs, CO 80906
719-645-8350

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Darren Levinthal - Ameriprise Financial Services, LLC

8700 Turnpike Dr
Ste 480

Westminster, CO 80031
303-430-1010

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Paul Daniel Franco - Ameriprise Financial Services, LLC

1910 Vindicator Dr
Ste 104

Colorado Springs, CO 80919
719-528-5882

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JW Lerew Company

2260 South Xanadu Way
Suite 265

Aurora, CO 80014
303-745-0438

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Platinum Financial Solutions, LLC

3033 S Parker Rd
Suite 730

Aurora, CO 80014
720-996-0186

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Edward May - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
720-488-2417

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Edward Jones - Financial Advisor: David E Viereck, CFP®|AAMS"

2696 S Colorado Blvd
Suite 585

Denver, CO 80222
303-756-0249

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Foothills Insurance

7100 Broadway
Suite #5000

Denver, CO 80221
303-469-1293

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Erica Hinrichs - Ameriprise Financial Services, LLC

8700 Turnpike Dr
Ste 480

Westminster, CO 80031
303-430-1010

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KS Retirement Solutions, LLC

1736 Hillcrest Dr

Delta, CO 81416
970-874-9300

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Wealthnet Investments, LLC

9800 Mount Pyramid Court
Suite 400

Englewood, CO 80112
303-895-1395

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Joseph S. Sturniolo & Associates, Inc.

7535 East Hampden Avenue
Suite 501

Denver, CO 80231
303-695-4363

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Brian Orinick - Ameriprise Financial Services, LLC

7979 E Tufts Ave
Ste 715

Denver, CO 80237
303-222-2603

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Brent Van Heel - Ameriprise Financial Services, LLC

16 Inverness Pl E
Bldg B

Englewood, CO 80112
720-547-1362

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Denver Wealth Consulting Group - UBS Financial Services Inc.

370 17th Street
Suite 4100

Denver, CO 80202
303-820-5087

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Table Bay Financial Network

5690 DTC Blvd
Suite 670E

Greenwood, CO 80111
303-514-9466

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Yampa Valley Insurance Agency

502 Buena Vista Court

Steamboat Springs, CO 80487
970-819-4579

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Cornerstone Financial Strategies

2324 23rd Avenue

Greeley, CO 80634
970-590-3971

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Lighthouse Advisors, LLC

8181 Arista Place
Suite 100

Broomfield, CO 80021
858-583-1676

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The Zabarsky Group

362 Detroit Street
Suite B

Denver, CO 80206
516-374-3946

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Executive Wealth Planning

5619 DTC Parkway
Suite 1050

Denver, CO 80111
720-354-3858

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Alliant Retirement and Investment Services

4600 S Syracuse St
#900

Denver, CO 80237
773-462-8822

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Damian Walsh - Ameriprise Financial Services, LLC

640 Plaza Dr
Ste 330

Highlands Ranch, CO 80129
303-425-0904

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Elevated Wealth Strategies

2150 West 29th Avenue
Suite 520

Denver, CO 80211
303-900-9102

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Lauber Financial

8055 East Tufts Avenue
Suite 1400

Denver, CO 80237
317-372-6292

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David Moritz - Ameriprise Financial Services, LLC

19751 E Mainstreet
Ste R12

Parker, CO 80138
720-836-4534

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David M. Wilcox, Agent at New York Life

3200 Cherry Creek South Drive
Suite 700

Denver, CO 80209
719-726-3468

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Bill Kurtz - UBS Financial Services Inc.

1901 56th Avenue
Suite 300

Greeley, CO 80634
970-506-5804

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Kent Zeidman - Ameriprise Financial Services, LLC

8700 Turnpike Dr
Ste 480

Westminster, CO 80031
303-430-1010

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Mark A. Ruccolo, CFP - UBS Financial Services Inc.

4600 South Ulster Street
Suite 700

Denver, CO 80237
303-488-3978

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Western International Securities- Peter B. Steege

1700 Lincoln Street
Ste. 2230

Denver, CO 80203
720-932-6723

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Spruce Financial

2470 Patterson Road
Unit 5 Suite 1

Grand Junction, CO 81505
720-289-1736

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NOW CFO

1999 Broadway
Suite 1100

Denver, CO 80202
877-884-0232

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Wilson & Klenovich Financial Planning

4456 S Whispering Circle

Colorado Springs, CO 80917
719-550-4150

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Integrated Wealth Strategies, Inc.

6658 Gunpark Drive
Suite 101

Boulder, CO 80301
303-927-7201

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Edward Jones - Financial Advisor: Shane M Richendifer, AAMS"

2510 E Harmony Rd
Ste 201

Ft Collins, CO 80528
970-223-7799

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Headway Financial Solutions, LLC

720-551-5508

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Spence Cassidy Wealth Partners

1430 Larimer Street
Suite 203

Denver, CO 80202
928-600-0401

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Kathy Spencer - Morgan Stanley

6125 Sky Pond Drive

Loveland, CO 80538
970-776-5508

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The Crestone Company

524 S Cascade Avenue
Suite 5

Colorado Springs, CO 80903
719-473-0802

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Pilkington Financial Services

226 South 2nd Street

Sterling, CO 80751
970-522-6836

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Allen Pierce - UBS Financial Services Inc.

370 17th Street
Suite 4100

Denver, CO 80202
303-820-5019

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Ryan Ahlstrom - Ameriprise Financial Services, LLC

743 Horizon Ct
Ste 302

Grand Junction, CO 81506
970-549-2022

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Neil Lubar - Morgan Stanley

1800 Broadway
Ste 120

Boulder, CO 80302
720-562-6252

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Edward Jones - Financial Advisor: Kreat A Lewis, AAMS"

307 West 3rd Street

Palisade, CO 81526
970-464-4781

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Patricia E. Miller, CFP®,CPWA®,CDFA® - UBS Financial Services Inc.

370 17th Street
Suite 4100

Denver, CO 80202
303-820-5092

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Dave Strand - Ameriprise Financial Services, LLC

4440 Arapahoe Ave
Ste 120

Boulder, CO 80303
303-442-0123

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Jenne Trembley - Ameriprise Financial Services, LLC

9351 Grant St
Ste 300

Thornton, CO 80229
303-252-9777

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The Pikes Peak Group - Morgan Stanley

121 South Tejon St
Suite 700

Colorado Springs, CO 80903
719-633-1793

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Eric D Durnell - Ameriprise Financial Services, LLC

16 Inverness Pl E
Bldg B

Englewood, CO 80112
720-266-1017

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Matthew Monks - Ameriprise Financial Services, LLC

9351 Grant St
Ste 300

Thornton, CO 80229
303-252-9777

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Sentinel Wealth Management

6000 Greenwood Plaza Blvd
Ste 100

Greenwood Village, CO 80111
719-464-8123

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Daniel Schultz - Ameriprise Financial Services, LLC

1881 9th St
Ste 302

Boulder, CO 80302
720-565-6117

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Jeremy Davis - Ameriprise Financial Services, LLC

7979 E Tufts Ave
Ste 715

Denver, CO 80237
303-691-3827

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Edward Jones - Financial Advisor: Kelly Walker

1640 Pace St
Suite 200

Longmont, CO 80504
303-485-2104

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Wealth Evolution Group

620 E Main St

Frisco, CO 80443
303-586-8890

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Christopher Toney - Morgan Stanley

3033 East 1st Avenue
Suite 820

Denver, CO 80206
303-316-5121

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Ethos Financial Partners - Ameriprise Financial Services, LLC

9351 Grant St
Ste 300

Thornton, CO 80229
303-252-9777

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Bob Sikorski - Ameriprise Financial Services, LLC

7979 E Tufts Ave
Ste 715

Denver, CO 80237
719-385-3921

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James Douglas Oldham - Ameriprise Financial Services, LLC

8181 E Tufts Ave
Ste 520

Denver, CO 80237
303-407-1250

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Eric Jenson

303-220-2521

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Brightside Wealth Advisors - Ameriprise Financial Services, LLC

1881 9th St
Ste 302

Boulder, CO 80302
720-565-6117

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Edward Jones - Financial Advisor: Devin Kellenberger

2801 Youngfield St
Suite 110

Golden, CO 80401
303-231-9090

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Edward Jones - Financial Advisor: John Michael Booton, AAMS"

2519 S Shields St
Suite 1P

Ft Collins, CO 80526
970-493-1365

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Oliver Asset Management

1729 Terry St

Longmont, CO 80501
303-485-7509

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Calvin Mason - Morgan Stanley

115 E Riverwalk
3rd Floor

Pueblo, CO 81003
719-288-1316

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Nicholas Anderson - Ameriprise Financial Services, LLC

5420 S Quebec St
Ste 105

Greenwood Village, CO 80111
303-221-6416

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Hasson Financial, LLC

7800 East Union Avenue
Suite 450

Denver, CO 80237
303-755-7600

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Edward Jones - Financial Advisor: Craig Leonard Jr, AAMS"

2510 E Harmony Rd
Ste 201

Ft Collins, CO 80528
970-223-7799

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Dean Obenauer - Ameriprise Financial Services, LLC

7979 E Tufts Ave
Ste 715

Denver, CO 80237
303-689-7440

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Adonea - Oakwood Homes - Carriage House

181 South Oak Hill St

Aurora, CO 80018
303-486-8701

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Oakwood Homes - Support Center

4908 Tower Rd

Denver, CO 80249
303-486-8500

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Banning Lewis Ranch - Oakwood Homes - Horizon Collection

8811 Tranquil Knoll Ln

Colorado Springs, CO 80927
719-380-5082

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Reunion - Oakwood Homes - Carriage House

10519 Truckee St

Commerce City, CO 80022
303-486-8840

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Reunion - Oakwood Homes - Horizon Collection

17596 E 103rd Ave

Commerce City, CO 80022
303-486-8566

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Todd Doleshal - Ameriprise Financial Services, LLC

9351 Grant St
Ste 300

Thornton, CO 80229
303-252-9777

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Linda S Kalat - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
303-925-9644

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Agnes Medina

6160 South Syracuse Way
Suite 250

Greenwood Village, CO 80111
303-221-3639

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Michael Hart

303-948-0235

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Timothy B Rohlfing - Ameriprise Financial Services, LLC

1710 Jet Stream Dr
Ste 205

Colorado Springs, CO 80921
719-599-7431

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Aaron Thurston - Ameriprise Financial Services, LLC

1710 Jet Stream Dr
Ste 205

Colorado Springs, CO 80921
719-599-7431

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Mark Nelson - Ameriprise Financial Services, LLC

1710 Jet Stream Dr
Ste 205

Colorado Springs, CO 80921
719-599-0833

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Chrysalis Wealth Management - Ameriprise Financial Services, LLC

16 Inverness Pl E
Bldg B

Englewood, CO 80112
719-599-0833

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Ryan Halvorson - Morgan Stanley

121 South Tejon St
Suite 700

Colorado Springs, CO 80903
719-475-3644

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Aspen Creek Wealth Strategies

7222 Commerce Center Drive
Suite 245

Colorado Springs, CO 80919
719-722-2133

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Purpose Planning

1980 DOMINION WAY
SUITE 200

Colorado Springs, CO 80918
719-590-4110

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MassMutual Colorado

3039 West 22nd Avenue

Denver, CO 80211
303-378-3996

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Elevations Credit Union

1900 West South Boulder Road

Lafayette, CO 80026
303-443-4672

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Financially Intact

421 21st Avenue
Suite 213

Longmont, CO 80501
303-776-0867

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Elevate Wealth Management

4100 East Mississippi Avenue
Suite 800

Denver, CO 80246
303-393-0340

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Stacia Schumacher - Ameriprise Financial Services, LLC

2134 Curtis St
Ste 301

Denver, CO 80205
720-532-8082

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The Mossa Group - UBS Financial Services Inc.

4600 South Ulster Street
Suite 700

Denver, CO 80237
303-488-3191

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Lisa Forbes - Ameriprise Financial Services, LLC

5755 Mark Dabling Blvd
Ste 370

Colorado Springs, CO 80919
719-598-9442

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Allstate Personal Financial Representative: Richard Maves

8375 Willow St
Ste 211

Lone Tree, CO 80124
303-437-3273

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First Command Financial Advisor - Doug Keller

1277 Kelly Johnson Blvd
Suite 260

Colorado Springs, CO 80920
719-599-8861

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Felix Antwi

513-807-2056

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Sara Tarbush - Ameriprise Financial Services, LLC

5607 Yukon St

Arvada, CO 80002
303-227-3600

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Paul Cucci - Ameriprise Financial Services, LLC

7979 E Tufts Ave
Ste 715

Denver, CO 80237
303-689-7460

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Kathleen Drake - Ameriprise Financial Services, LLC

260 N Josephine St
Ste 200

Denver, CO 80206
303-222-2605

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Escalade Financial Partners - Ameriprise Financial Services, LLC

19751 E Mainstreet
Ste R12

Parker, CO 80138
303-841-1763

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Terry Bevan - Ameriprise Financial Services, LLC

16 Inverness Pl E
Bldg B

Englewood, CO 80112
303-407-1275

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Morgan Stanley Financial Advisors

6125 Sky Pond Drive

Loveland, CO 80538
970-776-5501

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Edward Jones - Financial Advisor: Carleton Bandy, CFP®

300 Plaza Drive
Ste 180

Highlands Ranch, CO 80129
303-683-2497

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Bradford A Gann - Ameriprise Financial Services, LLC

2438 Research Pkwy
Ste 105

Colorado Springs, CO 80920
719-328-1050

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Edward Jones - Financial Advisor: Andrew Cuckie, CFP®

111 S Sligo
Building B Ste D

Cortez, CO 81321
970-565-6200

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Lee Davis - Ameriprise Financial Services, LLC

7979 E Tufts Ave
Ste 715

Denver, CO 80237
303-691-3827

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Nimock Wealth Management Group - UBS Financial Services Inc.

370 17th Street
Suite 4100

Denver, CO 80202
303-820-5049

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Stephen L Stribling - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
303-925-9730

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Jeanette Cox - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
303-925-9731

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Gregory L. Smith - Morgan Stanley

121 South Tejon St
Suite 700

Colorado Springs, CO 80903
719-577-6335

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Ann Ries - Morgan Stanley

121 South Tejon St
Suite 700

Colorado Springs, CO 80903
719-577-6333

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Noel Todd Wickwar - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
303-595-2040

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George Michael Belme - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
720-488-2332

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Michael D Edwards - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
303-925-9606

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The Inverness Group - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
303-925-9695

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Edward Jones - Financial Advisor: Angel M Kelchen, AAMS"

202 6th St
Ste 301H

Castle Rock, CO 80104
303-660-0780

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David Wayne Weinbender - UBS Financial Services Inc.

1901 56th Avenue
Suite 300

Greeley, CO 80634
970-506-5844

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Julie McCorkel - Ameriprise Financial Services, LLC

4704 Harlan St
Ste 511A

Denver, CO 80212
717-903-9398

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Denver, CO Private Wealth Management - UBS Financial Services Inc.

370 17th Street
Suite 4100

Denver, CO 80202
800-722-2408

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Nancy Morrow - Ameriprise Financial Services, LLC

6830 Eastmoor Dr

Denver, CO 80237
303-758-5787

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Adam Goble - Morgan Stanley

6125 Sky Pond Drive

Loveland, CO 80538
970-776-5512

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Rick Berry - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
303-595-2167

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John T Skalet - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
720-488-2381

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Martin Agebrand - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
720-488-2362

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Edward Jones - Financial Advisor: Colin Cunningham, AAMS"

1025 Cannon St
Suite 1B

Louisville, CO 80027
303-439-2035

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Thrivent Financial

2060 Briargate Pkwy
120

Colorado Springs, CO 80920
719-531-5900

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Jeff Nelligan - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
303-925-9621

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Michael V Brown - Morgan Stanley

3033 East 1st Avenue
Suite 820

Denver, CO 80206
303-316-5116

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Judith Constantine - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
303-572-4838

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Ryan Moore - Ameriprise Financial Services, LLC

21222 E Saddle Rock Ln
Ste 769

Aurora, CO 80016
720-808-0017

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The Harter Breen Group - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
303-925-9636

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Andrew Kauth, CPWA, CIMA, RMA - UBS Financial Services Inc.

205 N Detroit Street
5th Floor

Denver, CO 80206
303-481-1506

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NewBridge Wealth Management - UBS Financial Services Inc.

205 N Detroit Street
5th Floor

Denver, CO 80206
303-481-1504

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The Raben McLaurin Team - UBS Financial Services Inc.

3711 John F. Kennedy Parkway
Suite 410

Fort Collins, CO 80525
970-498-4010

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Timothy J Maestas - Ameriprise Financial Services, LLC

8181 E Tufts Ave
Ste 520

Denver, CO 80237
303-407-1280

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Nimock Wealth Management - UBS Financial Services Inc.

370 17th Street
Suite 4100

Denver, CO 80202
303-820-5049

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Schuyler Everett Grey III - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
303-595-2045

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Donald Cooley

303-220-2521

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Everest Wealth Advisors

8400 E Prentice Ave
Suite 1010

Greenwood Village, CO 80111
720-826-1092

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Richard H Parker - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
303-572-4840

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First Command Financial Advisor - Will Bartels

1277 Kelly Johnson Blvd
Suite 260

Colorado Springs, CO 80920
719-599-8861

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First Command Financial Advisor - Ross Mortensen

1277 Kelly Johnson Blvd
Suite 260

Colorado Springs, CO 80920
719-599-8861

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Nicole May - Ameriprise Financial Services, LLC

260 N Josephine St
Ste 200

Denver, CO 80206
303-689-7480

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Ryan Murphy - Ameriprise Financial Services, LLC

7979 E Tufts Ave
Ste 715

Denver, CO 80237
303-689-7441

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Amy Berk - Ameriprise Financial Services, LLC

7979 E Tufts Ave
Ste 715

Denver, CO 80237
303-689-7416

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Terrance Erbert - Ameriprise Financial Services, LLC

260 N Josephine St
Ste 200

Denver, CO 80206
303-689-7425

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Stephen Baker - Ameriprise Financial Services, LLC

8181 E Tufts Ave
Ste 520

Denver, CO 80237
303-407-1250

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Edward Jones - Financial Advisor: Deanna Pickman, AAMS"

165 S Union Blvd
Ste 705

Lakewood, CO 80228
303-985-7390

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Edward Jones - Financial Advisor: Jacob D Larsen, AAMS"

108 E Saint Vrain St
Suite 10

Colorado Springs, CO 80903
719-633-3245

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Edward Jones - Financial Advisor: Chris Wall

5990 Kipling St
Suite 100

Arvada, CO 80004
303-456-5512

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Samantha Ediger - Morgan Stanley

6125 Sky Pond Drive

Loveland, CO 80538
970-776-5505

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Webster-Nystrom Wealth Management - UBS Financial Services Inc.

1801 13th Street
Suite 100

Boulder, CO 80302
303-441-5351

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Allstate Personal Financial Representative: R.David Melfi

5944 S Kipling Pkwy

Littleton, CO 80127
303-929-8896

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David M. Young - UBS Financial Services Inc.

370 17th Street
Suite 4100

Denver, CO 80202
303-820-5017

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Kevin J Goldin - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
303-925-9712

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Austin Trevino - UBS Financial Services Inc.

370 17th Street
Suite 4100

Denver, CO 80202
303-820-5016

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Cynthia Ann Hansen - UBS Financial Services Inc.

4600 South Ulster Street
Suite 700

Denver, CO 80237
303-488-0894

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Edward Jones - Financial Advisor: Charlene J Hunt, AAMS"

501 South Cherry Street
Suite 450

Denver, CO 80246
303-997-9504

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Morgan Stanley Financial Advisors

121 South Tejon St
Suite 700

Colorado Springs, CO 80903
719-633-1793

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Michael A Markovich - Morgan Stanley

5251 Dtc Parkway
Suite 1500

Greenwood Village, CO 80111
303-925-9633

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Ali Yousaf - Ameriprise Financial Services, LLC

6400 S Fiddlers Green Cir
Ste 440

Greenwood Village, CO 80111
720-710-4446

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Kathleen A. Leonard - UBS Financial Services Inc.

1801 13th Street
Suite 100

Boulder, CO 80302
303-402-5501

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Greg Parr - Ameriprise Financial Services, LLC

4440 Arapahoe Ave
Ste 120

Boulder, CO 80303
303-442-0123

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Susan Elliott - Ameriprise Financial Services, LLC

8181 E Tufts Ave
Ste 520

Denver, CO 80237
303-407-1250

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Wes Zepelin - Ameriprise Financial Services, LLC

8181 E Tufts Ave
Ste 520

Denver, CO 80237
303-916-2893

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Karasik Cohen Group - Morgan Stanley

1550 Market St
Suite 600

Denver, CO 80202
847-441-3678

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Cheryl Nelson Boyd - Ameriprise Financial Services, LLC

4440 Arapahoe Ave
Ste 120

Boulder, CO 80303
303-442-0123